FFA
First Foundation Advisors’s Align Technology ALGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-591
| Closed | -$209K | – | 424 |
|
|
2023
Q2 | $209K | Buy |
+591
| New | +$209K | 0.01% | 380 |
|
|
2022
Q2 | – | Sell |
-800
| Closed | -$349K | – | 403 |
|
|
2022
Q1 | $349K | Buy |
800
+8
| +1% | +$3.49K | 0.01% | 313 |
|
|
2021
Q4 | $520K | Buy |
792
+118
| +18% | +$77.5K | 0.02% | 260 |
|
|
2021
Q3 | $448K | Buy |
674
+118
| +21% | +$78.4K | 0.02% | 288 |
|
|
2021
Q2 | $340K | Buy |
556
+52
| +10% | +$31.8K | 0.01% | 345 |
|
|
2021
Q1 | $273K | Sell |
504
-175
| -26% | -$94.8K | 0.01% | 353 |
|
|
2020
Q4 | $363K | Sell |
679
-172
| -20% | -$92K | 0.02% | 307 |
|
|
2020
Q3 | $279K | Sell |
851
-301
| -26% | -$98.7K | 0.01% | 303 |
|
|
2020
Q2 | $316K | Sell |
1,152
-33,866
| -97% | -$9.29M | 0.02% | 272 |
|
|
2020
Q1 | $6.09M | Buy |
35,018
+2,547
| +8% | +$443K | 0.37% | 49 |
|
|
2019
Q4 | $9.06M | Buy |
+32,471
| New | +$9.06M | 0.45% | 51 |
|
|
2019
Q2 | – | Sell |
-778
| Closed | -$221K | – | 347 |
|
|
2019
Q1 | $221K | Sell |
778
-7,132
| -90% | -$2.03M | 0.01% | 301 |
|
|
2018
Q4 | $1.66M | Buy |
7,910
+5,870
| +288% | +$1.23M | 0.1% | 122 |
|
|
2018
Q3 | $798K | Buy |
2,040
+271
| +15% | +$106K | 0.04% | 200 |
|
|
2018
Q2 | $605K | Buy |
1,769
+687
| +63% | +$235K | 0.04% | 200 |
|
|
2018
Q1 | $272K | Buy |
+1,082
| New | +$272K | 0.02% | 273 |
|